Residential architecture practice
Challenge
The client used manual, fragmented systems for enquiries, proposals, and follow-ups, leading to inconsistencies and lost opportunities. Without a CRM, lead nurturing was absent, and tracking project stages or preparing for growth was difficult.
What we delivered
Forbidden Marketing implemented a tailored Sales and Marketing Hub, including CRM setup, PandaDoc integration for digital proposals, and automated email sequences. They also integrated QuickBooks for financial visibility and provided comprehensive training.
Outcome
Within eight weeks, the client transitioned to a fully automated CRM, establishing HubSpot as the central operating system. This delivered significant time savings through automation, improved lead qualification, and full visibility of the client journey.
UK workplace design, construction, and refurbishment specialist
Challenge
TSK Group's growing business faced a cluttered HubSpot portal with poor data quality and inconsistent lead qualification. This limited reporting visibility and made it difficult to identify genuine sales opportunities, hindering pipeline confidence.
What we delivered
We cleaned and restructured CRM data, defining clear lifecycle stages and qualification processes. A dedicated Leads process and custom Buildings object were introduced, replacing disconnected documents with structured workflows.
Outcome
TSK Group now has a cleaner, more structured HubSpot setup with improved data confidence and sales processes. This enables clearer qualification, better lead prioritisation, and enhanced visibility across genuine sales opportunities.
